lc cabhi call 4 slide draft · 2016-05-26 · 5/26/2016 samhsa soar ta center 5 illinois...

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5/26/2016 SAMHSA SOAR TA Center 1 Learning Community Call #4 Tracking Outcomes and Evaluation Criteria PRESENTED BY: SAMHSA SOAR TECHNICAL ASSISTANCE CENTER POLICY RESEARCH ASSOCIATES, INC. UNDER CONTRACT TO: SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES Welcome Back! Kristin Lupfer, Project Director SAMHSA SOAR TA Center

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Page 1: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 1

Learning Community Call #4Tracking Outcomes and Evaluation CriteriaPRESENTED  BY:  SAMHSA  SOAR  TECHNICAL  ASS I STANCE  CENTERPOL ICY  RESEARCH  ASSOC IATES ,   INC .

UNDER  CONTRACT  TO:  SUBSTANCE  ABUSE  AND  MENTAL  HEALTH  SERV ICES  ADMIN ISTRAT IONU.S .  DEPARTMENT  OF  HEALTH  AND  HUMAN  SERV ICES

Welcome Back!Kristin  Lupfer,  Project  Director

SAMHSA  SOAR  TA  Center

Page 2: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 2

AgendaHomework Review

Today’s Topic: Tracking Outcomes and Evaluation Criteria

Group Discussion

Homework Assignment

Wrap‐Up and Adjourn

LogisticsDownloading materials

Chat questions

Group Discussions

Q&A

Page 3: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 3

Homework Report OutAssignment:

Present information about your assessment and referral tool for SOAR and IPS, along with your process for developing the tool (or implementing the tool if it is already in use)

Report Out:

State spokesperson will present findings (3 minutes maximum) to the group

(Arizona) IPS/SOAR Assessment & Referral

• Pre‐screen assessment created by Maricopa County local SOAR leads• Pre‐screen is “mini MSR” capturing functional and biopsychosocial information• Performed with potential SOAR clients referred by agencies, case managers, etc.• Clients not eligible for SOAR program referred to benefits specialists, case managers, legal services, or navigators

• Using the SOAR pre‐screen assessment for IPS referrals• SOAR pre‐screen assessment already captures IPS employment assessment data• Added sections: strengths, computer/job skills, future goals • Email potential referrals to IPS Specialist with attached SOAR assessment for IPS Specialist to determine available options or staff potential client with SOAR Specialist

Page 4: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 4

DBS Colorado Disability Benefits Support Program (DBS)

Colorado SOAR/IPS Integration

• CABHI Screening Tool updated to include IPS Supported 

Employment

• IPS Career Profile updated to include SOAR Practitioner 

• CABHI Referral Form includes both SOAR and IPS 

Connecticut

Page 5: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 5

ILLINOIS CABHI-STATES-ENHANCEMENT

New Referral/Screening tool created

IPS referral documents

SOAR Applicant Checklist

Dartmouth Tool guideline

Added questions about SUDs and treatment in the table with mental and physical disability questions

Added into the barriers question under Part D examples of barriers to discuss that include SUDs, physical & mental disabilities, and legal history.

Discussion took place around flow of document and sections were switched around. Employment Section moved to the beginning of document.

Language was changed from third person (he/she/they) to second person (you) – person centered.

Referenced Employment Assessment and Planning Tool and the Identifying SOAR Applicants Tool

ILLINOIS CABHI-STATES-ENHANCEMENT

Discussion during process:

Need to come up with a way to track referrals and ensure team approach to working with a consumer.

Ensuring adhere to IPS fidelity in planning the integration process

Increased communication and collaborations/partnerships between systems (if someone obtained employment during the application process that was over SGA and what needs to happen.)

SOAR is mainly done in-house at agencies – generally not someone’s full time job responsibilities (excludes federally funded positions)

Talked about the soft-hand off with referrals (follow up)

Barriers for those with justice involvement and costs associated with securing records.

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5/26/2016

SAMHSA SOAR TA Center 6

Review Checklist/Entrance Form

• Initiated at first visit

• Client completes entrance form– Job/Career interests

– Most recent employment 

– Potential barriers identified by client

• Check list provides:– Guide to material needs for job search

– Computer assessment needs

– Benefits, health insurance, SNAP

– Covers all enrollment activities

Massachusetts CABHI‐IPS

• Completed during first meeting with Employment Counselor

• Identify desired position

• Obtain information about requirements (O*Net, posting)

• Identify client’s matching skills, knowledge, education

• In cases where skills and requirements do not match, develop a plan to address

Massachusetts CABHI‐IPS

Job Profile Form

Page 7: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 7

CABHI SOAR/IPS - Michigan

SOAR/IPS Assessment Tool• SOAR Specialist can assesses client’s interest using assessment

tool and make recommendation to clinical case managers• Assessment tool typically an ongoing conversation with client –

not necessarily done in one sitting

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5/26/2016

SAMHSA SOAR TA Center 8

SOAR/IPS Referral Process MI CABHI does not currently have referral process between SOAR and IPS – referrals come from clinical case managers

Soar Specialists assess client’s interest in employment and work with case managers to submit referral form to CABHI Program Supervisor

CABHI Program Supervisor:• Reviews referral form and submits to SES Program Supervisor

Continued collaboration and communication between SOAR Specialists, Case Management staff, and SES staff, as needed.

Mississippi

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5/26/2016

SAMHSA SOAR TA Center 9

Nevada

Ohio

Page 10: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 10

Tennessee Initial Assessment

• Each of the 5 CABHI sites in our state conducts a different initial assessment with certain required elements– The assessment is used to identify and assist program participants to access mainstream

benefits for which they are eligible, such as TennCare (Tennessee's Medicaid program), Behavioral Health Safety Net of Tennessee (BHSN of TN), Supplemental Nutrition Assistance Plan (SNAP), Supplemental Security Income / Social Security Disability Income (SSI / SSDI), Veterans Administration (VA) benefits, Support Services for Veterans Families, Veterans’ Affairs Supportive Housing, and physical health care.

• To this point in time, questions regarding employment have not been required for the initial assessment

• The draft assessment provided for homework is an adaptation of one of our CABHI sites as opposed to a form that will be required for all sites

TN CABHI IPS/SOAR Process

Team Leader and Program Coordinator triage referrals for IPS based on client need.

Clients are introduced to the IPS program at intake into the program.

Clients are assessed by their case manager for appropriateness for the IPS program.

Case manager refers clients to CABHI IPS Employment Specialist during weekly treatment teams.

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5/26/2016

SAMHSA SOAR TA Center 11

TN CABHI IPS/SOAR Process

Team Leader and Program Coordinator triage referrals for clients into the CABHI SOAR program.

Clients are introduced to the SOAR program during the intake process.

If the client is appropriate for the SOAR program their case manager refers them to the SOAR case manager during weekly treatment teams.

The CABHI SOAR case manager starts 3 new SOAR applications each month.

Utah: CABHI SOAR/IPS

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5/26/2016

SAMHSA SOAR TA Center 12

Page 13: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 13

Evaluation Goals, Key Components, and ProcessJen  Elder,  SOAR  TA  Center

Evaluation GoalsTwo‐pronged evaluation:

ProcessWhat best practices and efficiencies can we identify through the new assessment and referral processes? 

What systemic challenges do we need to address? 

ResultsMeasure increase in number of individuals exploring work while applying for or receiving SSI/SSDI

Measure increase in number of individuals receiving income from both employment and disability benefits 

Housing stability of individuals served

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5/26/2016

SAMHSA SOAR TA Center 14

Key Data to Collect Number of individuals assessed for income support services Number utilizing SOAR‐only, IPS‐only, and both services

SOAR and IPS outcomes SOAR: application outcomes including approval rates and days to decision

IPS: number of new job starts and number in competitive employment

Both: amount of monthly income (for those using SOAR and employment, specify pre‐ or post‐ award of disability benefits) and housing status

Collaborative process: frequency of meetings between SOAR and IPS staff and case collaborations, challenges in the process you are working to overcome, success stories

Data tracking process For the pilot, we’ll be collecting data at 6 months (December 2016) and at 12 months (June 2017)

Excel spreadsheet to compile key indicators for the pilot

While we formally collect data at 6 and 12 months, each state will be informally reporting outcomes to the group on monthly check‐in calls

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5/26/2016

SAMHSA SOAR TA Center 15

CABHI: SOAR and IPS Pilot Outcomes Form

Group Discussion Are there outcomes we haven’t mentioned which you think the pilot should capture?

Some of you are working with Evaluators for your program.  How do you think they can help with this data collection/ assessment/reporting? 

Questions about data or collection process?

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5/26/2016

SAMHSA SOAR TA Center 16

Outcome Tracking Systems for the PilotKrist in  Lupfer,  SOAR  TA  Center

Outcome tracking systemsHomeless Management Information System (HMIS)

Connection to income

Housing status of individuals served

SOAR Online Application Tracking System (OAT)

SOAR application outcomes

Income received from employment before/after disability application

Dartmouth Quarterly Outcomes Report 

Number of IPS intakes, individuals accessing competitive employment, and new job starts

Utilize these tracking system reports to quickly compile pilot data

Page 17: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 17

Group Discussion How are you tracking outcomes? 

Who enters the data into the selected system? Who can run reports and compare or compile the data to match the SOAR applicants with the IPS participants? Have you thought about multi‐agency releases to help with the data sharing? 

Do you foresee any potential barriers to tracking these outcomes?

Next Steps: Pilot Check‐in CallsPam  Heine,  SOAR  TA  Center

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5/26/2016

SAMHSA SOAR TA Center 18

Pilot Check‐in CallsMonthly beginning June 30th

At least one person from each state team should be prepared to attend the check‐in call

Format:

State report‐out of progress made, successes, and challenges

Mini‐topic for continuing education

Open Q&A to discuss challenges encountered

Questions? 

Page 19: LC CABHI Call 4 Slide draft · 2016-05-26 · 5/26/2016 SAMHSA SOAR TA Center 5 ILLINOIS CABHI-STATES-ENHANCEMENT New Referral/Screening tool created IPS referral documents SOAR Applicant

5/26/2016

SAMHSA SOAR TA Center 19

Homework AssignmentJen  Elder,  SOAR  TA  Center

Homework  Finalize your tracking methods

Send information about your state’s tracking methods and process to Jen Elder ([email protected]) by close of business Friday, June 3

Jen will share state information with the group by June 6th

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5/26/2016

SAMHSA SOAR TA Center 20

Wrap‐Up and AdjournQuestions or Comments?

Next call: June 30, 2016 3:00‐4:30pm EDT

Thanks for your participation!